Would ask for help next time, just in case
When I first explored their sales and pre-purchase materials, the initial call with support stood out clearly. They patiently explained the different software modules and the kind of training offered, highlighting how the database feature could fit into various remote workflows. After that, the rest of the sign-up and billing process was more self-guided; I mostly figured things out by navigating the portal and reading the onboarding guides. That one support call saved a lot of confusion early on, though, so I would definitely reach out for a similar conversation again when upgrading or renewing the license. The tools like the dialer and calling features also seemed well integrated, which they had told me about initially. I didn’t encounter many bugs or errors but did notice that the automatic update notifications could be easier to spot. So if a friend asked, I’d say it’s a solid setup with helpful support available but don’t hesitate to ask for assistance again if any part feels unclear.